Mortgage Administrator

Mortgage Administrator with PA Duties

Role Summary:

We have been retained to recruit an experienced professional with a strong background in mortgage administration and financial services. This role based in North West London focuses primarily on mortgage administration (70%) with some personal assistant duties (30%). The successful candidate will play a crucial role in the efficient operation of a thriving mortgage brokerage providing comprehensive support to the Director and ensuring seamless business processes.

Key Responsibilities:

• Mortgage Administration: Handle lead management schedule appointments compile and organize client information for compliance audits support advisers with commission queries system challenges and lender onboarding and prepare financial documents.
• CRM Management: Administer and organize the mortgage industry CRM database ensuring data accuracy and keeping information uptodate.
• Adviser and Client Support: Foster positive relationships with the director clients advisers and team members handle incoming calls and office inquiries and provide daily support to advisers.
• Meeting and Marketing Coordination: Coordinate team meetings monthly adviser training sessions and assist with managing marketing deadlines and ideas.
• Technology Assistance: Address inquiries related to telecommunications IT HR pension/payroll and other industryspecific technology.
• Confidentiality and Innovation: Handle sensitive information discreetly maintain confidentiality and explore creative ways to support the business and the director.

Skills and Qualifications:

• Extensive experience in mortgage administration/operations
• Proven customer service and personal assistant experience
• Proficiency with various systems technologies and MS Office
• Strong organizational time management and multitasking abilities
• Excellent interpersonal and communication skills
• Familiarity with office management systems and procedures
• Discretion and commitment to confidentiality

Salary 28k 34k

Location Office based NW11

Remote Work :

No